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| Comment | 91.740 | Norman Levine | Good growth. Yielding 4.4%. | 2012-04-26 | |
| BUY on WEAKNESS | 88.360 | James Hodgins | Recent pullback was the function of a large secondary placement of shares from insiders. Nothing has changed and the company is hitting on all cylinders. Would look at any further weakness as a buying opportunity. | 2012-04-09 | |
| TOP PICK | 92.780 | Jason Donville | Going into a bit of correction so it is timely. Analysts won't put any growth in because they haven't acquired anything but it's only March. Phenomenal cash flow. | 2012-03-05 | |
| TOP PICK | 84.500 | Jason Donville | Own about 45 different software businesses globally. Recently doubled their dividend. Has phenomenal free cash flow. | 2012-01-16 | |
| TOP PICK | 76.740 | Jason Donville | His top holding. Likes them because of value creation, return on capital. Had a great move this year. 52 week high today. Will perform very, very well next year. Has held it since he started the fund, but was buying a week and a half ago. | 2011-12-12 | |
| TOP PICK | 70.000 | Jason Donville | Stock is up about 50% this year and feels the earnings will also be up 50% this year. Inexpensive on a PE multiple. Fantastic management. | 2011-10-17 | |
| PAST TOP PICK | 69.250 | Jason Donville | (A Top Pick Aug 30/10. Up 73.91%.) Varied software programs. They acquire relatively small “best of breed” software companies and keep the cash flows lean and mean and use cash flows to buy more companies. One of the top companies to own in Canada. | 2011-09-08 | |
| BUY | 74.500 | Jason Donville | Expectation that it will be sold and if that happens, it will be at $85 or better. If it doesn't get sold and the stock is still public 12 months from now, it will be worth way more than $85. Superb management. | 2011-07-11 | |
| PAST TOP PICK | 75.500 | Jason Donville | (A Top Pick May 14/10. Up 80.65%.) Expect they will be sold in the next 90 days at over $90. | 2011-05-25 | |
| STRONG BUY | 69.000 | Jason Donville | His top holding. His guess is that they put themselves up for sale. These guys aren’t dummies and won’t sell it cheap. His guess is they won’t take an offer under $100. Doesn’t think the process will take more than 90 days. | 2011-04-26 | |
| TOP PICK | 41.350 | Jason Donville | Software that are probably in 35-40 different silos. Very good at identifying best-of-breed software and making acquisitions. Everything from transportation to government services to housing, etc. Capital management of this company is superb. Growing at about 35% per annum. Very undervalued. | 2010-08-30 | |
| TOP PICK | 42.100 | Jason Donville | Software company that mainly grows by acquisition. Excellent top line growth. ROE is somewhere in the 35%-40% range. Great “buy and hold”. | 2010-05-14 | |
| TOP PICK | 39.750 | Jason Donville | Big company without a huge profile. 30-40 companies under it to do all kinds of things in Canada and the US. Able to buy companies at a very good valuation. Single digit P/E. Thinks stock is worth double. | 2010-02-24 | |
| PAST TOP PICK | 31.970 | Norman Levine | (A Top Pick Nov 11/08. Up 25.84%.) Still likes. | 2009-11-16 | |
| TOP PICK | 25.490 | Norman Levine | Niche software. 70% of its business is government related. Growth is mostly through acquisition but lately has 6%-7% organic growth. Most of its revenues are recurring ones. (Recommends you do partial buys on a gradual basis.) | 2008-11-11 |
